See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,917 | $100,041-21.1% | $149,718-47.3% | $70,131+12.5% |
| Participation rate | 98.4% | 83.6%+14.8pp | 87.1%+11.3pp | 69.5%+28.9pp |
| Annual return | 14.75% | 27.43%-12.7pp | 1501.63%-1486.9pp | 73.14%-58.4pp |
| Employer contribution / active EE | $2,977 | $3,662-18.7% | $5,445-45.3% | $2,342+27.1% |
| Participant deferral / active EE | $3,422 | $4,983-31.3% | $6,569-47.9% | $3,332+2.7% |
| Admin fee / account holder | $1,274 | $8,286-84.6% | $11,283-88.7% | $4,645-72.6% |